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October 17 to 23, 2016 Is National Estate Planning Awareness Week

The third week in October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it’s also an area that is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action. We have a concept video on key estate planning documents as well as articles that can help you motivate clients to create or review their estate plans. Composer subscribers, look for our National Estate Planning Awareness Week greeting card, which can be personalized with your own title and message.

We’ll continue to pass along timely, relevant information–providing fresh and interesting ways for you to engage and motivate your clients.

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